Ways to reduce a Capital Gains Tax liability
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways …
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways …
Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance, windfall, or proceeds from a …
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in …
Urgent need for effective financial strategies and support systems to ensure a dignified and secure retirement According to a new study[1], around 21% of retirees say that, after paying off …
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, parents of adult …
Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how they find the overall retirement …
How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged 22-29 years) would be frustrated if they couldn’t retire by …
What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% to £11,502.40 a year for post-2016 retirees. However, according to …
Why the concept of a ‘hard stop’ retirement is becoming less prevalent New research reveals that more than a quarter (28%) of individuals aged 25 to 54 do not foresee …
What you need to know to avoid discrepancies and potential financial strain According to research[1], almost a third of UK adults who have checked their tax code (31%) have found …